> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Standard Objects

> Map the standard CRM concepts (Customer, Company, Person, Deal, Ticket) onto your workspace's own objects.

## Overview

Every workspace models its data with its own [Objects](/data/objects/overview),
named however you like. **Standard Objects** tells Custral which of your objects
plays each standard CRM role, which one is your *Customer account*, your
*Companies*, your *People*, your *Deals*, and your *Tickets*. Features that need
to reason about those concepts (AI Recommendations today, connected providers
over time) read this mapping, so you designate each concept **once** instead of
configuring it per-feature. Manage it under **Settings → Data → Standard
Objects**.

## How it works

The screen lists the standard concepts and, for each, a picker of your real
objects:

| Concept              | What it represents                                                                                  |
| -------------------- | --------------------------------------------------------------------------------------------------- |
| **Customer account** | The object your churn & health recommendations watch, usually your Companies (B2B) or People (B2C). |
| **Companies**        | The customer accounts / organizations you sell to or support.                                       |
| **People**           | The individuals, contacts at your accounts.                                                         |
| **Deals**            | Opportunities / pipeline records.                                                                   |
| **Tickets**          | Support tickets / cases.                                                                            |

Each row **auto-saves** the moment you pick (or clear) an object. There is no
separate Save button. A concept you haven't set stays **Not set** and simply
isn't used by any feature.

### Auto-detected mappings

Custral infers some mappings from your schema and marks them with an **Auto**
badge. An auto-detected mapping is a suggestion, not a commitment. Confirm it
by leaving it, or override it by picking a different object. The **Customer
account** concept in particular is auto-detected (usually your Companies for
B2B, People for B2C) and is the one AI Recommendations relies on.

## Using it

<Steps>
  <Step title="Open Standard Objects">
    Go to **Settings → Data → Standard Objects**.
  </Step>

  <Step title="Map each concept">
    For each concept, pick the object in your workspace that plays that role. A
    concept can stay **Not set** if it doesn't apply to your business.
  </Step>

  <Step title="Confirm auto-detected rows">
    Where you see an **Auto** badge, verify the suggested object is right and
    change it if not. Changes save automatically.
  </Step>
</Steps>

## Troubleshooting

| Symptom                                          | Likely cause                         | What to check                                                                                   |
| ------------------------------------------------ | ------------------------------------ | ----------------------------------------------------------------------------------------------- |
| An object isn't in the picker                    | It doesn't exist yet                 | Create it under **Settings → Data → Objects** first; the picker lists your real objects.        |
| AI Recommendations aren't firing for accounts    | **Customer account** isn't mapped    | Set the **Customer account** concept to the object your health/churn signals should watch.      |
| A mapping shows an **Auto** badge you didn't set | Custral inferred it from your schema | It's a suggestion. Leave it to confirm, or pick a different object to override.                 |
| A change didn't seem to save                     | —                                    | Mappings auto-save per row; if you saw an error toast, retry. There is no separate Save button. |

<Note>
  When reporting an issue, include the request id shown in the error toast, it
  links the in-app error to the server logs.
</Note>

## Related

* [Objects](/data/objects/overview): the objects you map these concepts onto.
* [AI Recommendations](/ai/recommendations): the main consumer of the Customer
  account mapping today.


## Related topics

- [Data Structures](/data/overview.md)
- [A2P 10DLC Registration](/comms/sms/a2p-registration.md)
- [SMS](/comms/sms/overview.md)
- [Reusables](/surfaces/components/reusables.md)
- [Spreadsheet](/blocks/embedded/object/spreadsheet.md)